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Dimensional US Small Cap ETF

879 hedge funds and large institutions have $10.4B invested in Dimensional US Small Cap ETF in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 400 increasing their positions, 260 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 30

54% more repeat investments, than reductions

Existing positions increased: 400 | Existing positions reduced: 260

2% more funds holding

Funds holding: 865879 (+14)

5% more capital invested

Capital invested by funds: $9.98B → $10.4B (+$465M)

0.16% more ownership

Funds ownership: 81.82%81.98% (+0.16%)

3% less funds holding in top 10

Funds holding in top 10: 111108 (-3)

Holders
879
Holders Change
+14
Holders Change %
+1.62%
% of All Funds
10.83%
Holding in Top 10
108
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.7%
% of All Funds
1.33%
New
65
Increased
400
Reduced
260
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
576
Advyzon Investment Management
Illinois
$559K +$80.7K +1,100 +16%
AFGAS
577
Allegiance Financial Group Advisory Services
Virginia
$548K -$440 -6 -0.1%
WA
578
Waverly Advisors
Alabama
$545K +$35.3K +481 +7%
HNB
579
Huntington National Bank
Ohio
$543K +$361K +4,916 New
SAM
580
S.A. Mason
Michigan
$537K +$6.61K +90 +1%
Empower Advisory Group
581
Empower Advisory Group
Colorado
$528K -$104K -1,423 -16%
WCM
582
Winebrenner Capital Management
Kentucky
$524K +$4.18K +57 +0.8%
FIA
583
Foundations Investment Advisors
Arizona
$523K -$28.7K -391 -5%
BCI
584
Brinker Capital Investments
Pennsylvania
$513K -$12.2M -166,499 -96%
1CP
585
1015 Capital Partners
Pennsylvania
$512K +$8.81K +120 +2%
KF
586
K2 Financial
California
$501K +$1.47K +20 +0.3%
CMAI
587
Capital Management Associates Inc
Minnesota
$494K -$31.3K -427 -6%
PWA
588
Peterson Wealth Advisors
Utah
$494K +$1.47K +20 +0.3%
PPP
589
Prism Planning Partners
Illinois
$489K -$30.8K -419 -6%
SIA
590
Sovereign Investment Advisors
Arizona
$488K +$96.6K +1,316 +24%
OC
591
Oppenheimer & Co
New York
$486K +$57.3K +781 +13%
PCA
592
Prosperity Capital Advisors
Ohio
$485K +$501K +6,825 New
MAS
593
MPWM Advisory Solutions
Georgia
$485K +$5.21K +71 +1%
SEA
594
Stegent Equity Advisors
Texas
$482K
VWM
595
Vigil Wealth Management
Florida
$481K +$220 +3 +0%
CTC
596
Central Trust Company
Missouri
$480K +$19.4K +264 +4%
SSW
597
Stone Summit Wealth
Florida
$479K
VWA
598
Vistica Wealth Advisors
California
$475K
BFA
599
Bill Few Associates
Pennsylvania
$468K
ARA
600
Approach Retirement Advisors
Alabama
$467K +$587 +8 +0.1%